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安霸（AMBA）与DMC Global Inc.（BOOM）财务数据对比。点击上方公司名可切换其他公司
DMC Global Inc.的季度营收约是安霸的1.3倍（$143.5M vs $108.5M），DMC Global Inc.净利率更高（-7.8% vs -13.9%，领先6.2%），安霸同比增速更快（31.2% vs -5.8%），安霸自由现金流更多（$31.4M vs $9.6M），过去两年安霸的营收复合增速更高（45.0% vs -7.3%）
安霸是美国无晶圆厂半导体设计企业，专注于低功耗高清、超高清视频压缩、图像处理及计算机视觉处理器研发。其芯片产品广泛应用于视频安防、高级驾驶辅助系统、电子后视镜、行车记录仪、驾驶舱内监测、自动驾驶、机器人等多元人机视觉场景。
DMC Global Inc.旗下DMC采矿服务是成立于1980年的采矿服务承包商，业务覆盖加拿大、美国、智利以及蒙古，为矿区开发与运营提供专业相关工程服务，是全球范围内颇具规模的专业采矿服务商。
AMBA vs BOOM — 直观对比
营收规模更大
BOOM
是对方的1.3倍
$108.5M
营收增速更快
AMBA
高出37.0%
-5.8%
净利率更高
BOOM
高出6.2%
-13.9%
自由现金流更多
AMBA
多$21.8M
$9.6M
两年增速更快
AMBA
近两年复合增速
-7.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $108.5M | $143.5M |
| 净利润 | $-15.1M | $-11.2M |
| 毛利率 | 59.6% | 17.1% |
| 营业利润率 | -15.0% | -7.8% |
| 净利率 | -13.9% | -7.8% |
| 营收同比 | 31.2% | -5.8% |
| 净利润同比 | 37.2% | -3871.6% |
| 每股收益（稀释后） | $-0.35 | $-0.60 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AMBABOOM
| Q4 25 | $108.5M | $143.5M | ||
| Q3 25 | $95.5M | $151.5M | ||
| Q2 25 | $85.9M | $155.5M | ||
| Q1 25 | $84.0M | $159.3M | ||
| Q4 24 | $82.7M | $152.4M | ||
| Q3 24 | $63.7M | $152.4M | ||
| Q2 24 | $54.5M | $171.2M | ||
| Q1 24 | $51.6M | $166.9M |
净利润AMBABOOM
| Q4 25 | $-15.1M | $-11.2M | ||
| Q3 25 | $-20.0M | $-3.1M | ||
| Q2 25 | $-24.3M | $116.0K | ||
| Q1 25 | $-20.2M | $677.0K | ||
| Q4 24 | $-24.1M | $296.0K | ||
| Q3 24 | $-34.9M | $-101.3M | ||
| Q2 24 | $-37.9M | $4.0M | ||
| Q1 24 | $-60.6M | $2.6M |
毛利率AMBABOOM
| Q4 25 | 59.6% | 17.1% | ||
| Q3 25 | 58.9% | 21.7% | ||
| Q2 25 | 60.0% | 23.6% | ||
| Q1 25 | 60.0% | 25.9% | ||
| Q4 24 | 60.6% | 20.8% | ||
| Q3 24 | 60.8% | 19.8% | ||
| Q2 24 | 60.9% | 27.1% | ||
| Q1 24 | 59.8% | 25.4% |
营业利润率AMBABOOM
| Q4 25 | -15.0% | -7.8% | ||
| Q3 25 | -23.0% | 0.4% | ||
| Q2 25 | -30.1% | 2.5% | ||
| Q1 25 | -30.2% | 4.1% | ||
| Q4 24 | -30.9% | -0.5% | ||
| Q3 24 | -56.9% | -97.7% | ||
| Q2 24 | -72.4% | 6.8% | ||
| Q1 24 | -80.8% | 4.0% |
净利率AMBABOOM
| Q4 25 | -13.9% | -7.8% | ||
| Q3 25 | -20.9% | -2.0% | ||
| Q2 25 | -28.3% | 0.1% | ||
| Q1 25 | -24.1% | 0.4% | ||
| Q4 24 | -29.1% | 0.2% | ||
| Q3 24 | -54.8% | -66.5% | ||
| Q2 24 | -69.6% | 2.3% | ||
| Q1 24 | -117.4% | 1.5% |
每股收益（稀释后）AMBABOOM
| Q4 25 | $-0.35 | $-0.60 | ||
| Q3 25 | $-0.47 | $-0.10 | ||
| Q2 25 | $-0.58 | $-0.24 | ||
| Q1 25 | $-0.48 | $0.04 | ||
| Q4 24 | $-0.58 | $-0.18 | ||
| Q3 24 | $-0.85 | $-8.27 | ||
| Q2 24 | $-0.93 | $0.24 | ||
| Q1 24 | $-1.51 | $0.01 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $174.1M | $31.9M |
| 总债务越低越好 | — | $50.6M |
| 股东权益账面价值 | $590.1M | $242.1M |
| 总资产 | $751.9M | $635.8M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资AMBABOOM
| Q4 25 | $174.1M | $31.9M | ||
| Q3 25 | $142.7M | $26.4M | ||
| Q2 25 | $141.3M | $12.4M | ||
| Q1 25 | $144.6M | $14.7M | ||
| Q4 24 | $127.1M | $14.3M | ||
| Q3 24 | $153.9M | $14.5M | ||
| Q2 24 | $131.8M | $14.6M | ||
| Q1 24 | $144.9M | $20.4M |
总债务AMBABOOM
| Q4 25 | — | $50.6M | ||
| Q3 25 | — | $56.5M | ||
| Q2 25 | — | $58.7M | ||
| Q1 25 | — | $72.4M | ||
| Q4 24 | — | $70.8M | ||
| Q3 24 | — | $74.2M | ||
| Q2 24 | — | $84.1M | ||
| Q1 24 | — | $88.0M |
股东权益AMBABOOM
| Q4 25 | $590.1M | $242.1M | ||
| Q3 25 | $576.5M | $253.0M | ||
| Q2 25 | $572.7M | $253.9M | ||
| Q1 25 | $561.4M | $253.9M | ||
| Q4 24 | $554.3M | $251.0M | ||
| Q3 24 | $547.6M | $256.5M | ||
| Q2 24 | $555.4M | $416.0M | ||
| Q1 24 | $559.9M | $409.9M |
总资产AMBABOOM
| Q4 25 | $751.9M | $635.8M | ||
| Q3 25 | $706.4M | $644.1M | ||
| Q2 25 | $701.9M | $645.0M | ||
| Q1 25 | $689.0M | $670.6M | ||
| Q4 24 | $670.8M | $671.3M | ||
| Q3 24 | $650.3M | $702.0M | ||
| Q2 24 | $638.7M | $869.5M | ||
| Q1 24 | $657.7M | $860.0M |
负债/权益比AMBABOOM
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.23× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 0.28× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.20× | ||
| Q1 24 | — | 0.21× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $34.3M | $15.2M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $9.6M |
| 自由现金流率自由现金流/营收 | 29.0% | 6.7% |
| 资本支出强度资本支出/营收 | 2.7% | 3.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $64.3M | $37.0M |
8季度趋势，按日历期对齐
经营现金流AMBABOOM
| Q4 25 | $34.3M | $15.2M | ||
| Q3 25 | $5.5M | $18.6M | ||
| Q2 25 | $14.8M | $15.2M | ||
| Q1 25 | $25.4M | $4.5M | ||
| Q4 24 | $6.6M | $11.8M | ||
| Q3 24 | $16.7M | $19.0M | ||
| Q2 24 | $-15.0M | $2.3M | ||
| Q1 24 | $-4.0M | $13.4M |
自由现金流AMBABOOM
| Q4 25 | $31.4M | $9.6M | ||
| Q3 25 | $1.4M | $14.4M | ||
| Q2 25 | $10.2M | $12.3M | ||
| Q1 25 | $21.2M | $709.0K | ||
| Q4 24 | $4.1M | $6.1M | ||
| Q3 24 | $14.2M | $12.9M | ||
| Q2 24 | $-16.1M | $-204.0K | ||
| Q1 24 | $-6.0M | $10.5M |
自由现金流率AMBABOOM
| Q4 25 | 29.0% | 6.7% | ||
| Q3 25 | 1.4% | 9.5% | ||
| Q2 25 | 11.9% | 7.9% | ||
| Q1 25 | 25.3% | 0.4% | ||
| Q4 24 | 5.0% | 4.0% | ||
| Q3 24 | 22.2% | 8.5% | ||
| Q2 24 | -29.5% | -0.1% | ||
| Q1 24 | -11.6% | 6.3% |
资本支出强度AMBABOOM
| Q4 25 | 2.7% | 3.9% | ||
| Q3 25 | 4.3% | 2.8% | ||
| Q2 25 | 5.3% | 1.9% | ||
| Q1 25 | 5.0% | 2.4% | ||
| Q4 24 | 3.0% | 3.7% | ||
| Q3 24 | 4.0% | 4.0% | ||
| Q2 24 | 2.1% | 1.5% | ||
| Q1 24 | 3.7% | 1.8% |
现金转化率AMBABOOM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 131.43× | ||
| Q1 25 | — | 6.63× | ||
| Q4 24 | — | 39.90× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.58× | ||
| Q1 24 | — | 5.24× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AMBA
| TW | $76.0M | 70% |
| Asia Pacific Other Than Taiwan | $20.2M | 19% |
| North America Other Than United States | $7.4M | 7% |
| Other | $5.0M | 5% |
BOOM
| Dyna Energetics Segment | $68.9M | 48% |
| Other | $57.0M | 40% |
| Nobel Clad Segment | $17.7M | 12% |
